Industrial - Machinery
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NPO vs NDSN
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
NPO vs NDSN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $6.36B | $15.83B |
| Revenue (TTM) | $1.14B | $2.85B |
| Net Income (TTM) | $41M | $523M |
| Gross Margin | 42.6% | 55.2% |
| Operating Margin | 14.1% | 25.9% |
| Forward P/E | 33.7x | 24.9x |
| Total Debt | $655M | $2.09B |
| Cash & Equiv. | $115M | $108M |
NPO vs NDSN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| EnPro Industries, I… (NPO) | 100 | 667.5 | +567.5% |
| Nordson Corporation (NDSN) | 100 | 150.9 | +50.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NPO vs NDSN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NPO is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 9.0%, EPS growth -44.6%, 3Y rev CAGR 1.3%
- 5.8% 10Y total return vs NDSN's 298.2%
- Lower volatility, beta 1.61, Low D/E 42.4%, current ratio 2.32x
NDSN carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 37 yrs, beta 1.05, yield 1.1%
- Beta 1.05, yield 1.1%, current ratio 1.64x
- Lower P/E (24.9x vs 33.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.0% revenue growth vs NDSN's 3.8% | |
| Value | Lower P/E (24.9x vs 33.7x) | |
| Quality / Margins | 18.4% margin vs NPO's 3.5% | |
| Stability / Safety | Beta 1.05 vs NPO's 1.61 | |
| Dividends | 1.1% yield, 37-year raise streak, vs NPO's 0.4% | |
| Momentum (1Y) | +74.7% vs NDSN's +51.8% | |
| Efficiency (ROA) | 10.2% ROA vs NPO's 1.6%, ROIC 10.5% vs 6.1% |
NPO vs NDSN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NPO vs NDSN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NDSN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NDSN is the larger business by revenue, generating $2.8B annually — 2.5x NPO's $1.1B. NDSN is the more profitable business, keeping 18.4% of every revenue dollar as net income compared to NPO's 3.5%. On growth, NPO holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.1B | $2.8B |
| EBITDAEarnings before interest/tax | $264M | $851M |
| Net IncomeAfter-tax profit | $41M | $523M |
| Free Cash FlowCash after capex | $158M | $646M |
| Gross MarginGross profit ÷ Revenue | +42.6% | +55.2% |
| Operating MarginEBIT ÷ Revenue | +14.1% | +25.9% |
| Net MarginNet income ÷ Revenue | +3.5% | +18.4% |
| FCF MarginFCF ÷ Revenue | +13.8% | +22.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.3% | +8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -3.3% | +44.2% |
Valuation Metrics
NDSN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 33.4x trailing earnings, NDSN trades at a 79% valuation discount to NPO's 157.6x P/E. On an enterprise value basis, NDSN's 20.7x EV/EBITDA is more attractive than NPO's 26.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.4B | $15.8B |
| Enterprise ValueMkt cap + debt − cash | $6.9B | $17.8B |
| Trailing P/EPrice ÷ TTM EPS | 157.56x | 33.39x |
| Forward P/EPrice ÷ next-FY EPS est. | 33.74x | 24.86x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.26x |
| EV / EBITDAEnterprise value multiple | 26.09x | 20.66x |
| Price / SalesMarket cap ÷ Revenue | 5.56x | 5.67x |
| Price / BookPrice ÷ Book value/share | 4.09x | 5.31x |
| Price / FCFMarket cap ÷ FCF | 39.94x | 23.94x |
Profitability & Efficiency
NDSN leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
NDSN delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $3 for NPO. NPO carries lower financial leverage with a 0.42x debt-to-equity ratio, signaling a more conservative balance sheet compared to NDSN's 0.69x. On the Piotroski fundamental quality scale (0–9), NPO scores 7/9 vs NDSN's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +2.7% | +16.8% |
| ROA (TTM)Return on assets | +1.6% | +10.2% |
| ROICReturn on invested capital | +6.1% | +10.5% |
| ROCEReturn on capital employed | +6.8% | +13.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.42x | 0.69x |
| Net DebtTotal debt minus cash | $541M | $2.0B |
| Cash & Equiv.Liquid assets | $115M | $108M |
| Total DebtShort + long-term debt | $655M | $2.1B |
| Interest CoverageEBIT ÷ Interest expense | 2.69x | 7.44x |
Total Returns (Dividends Reinvested)
NPO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NPO five years ago would be worth $32,941 today (with dividends reinvested), compared to $14,244 for NDSN. Over the past 12 months, NPO leads with a +74.7% total return vs NDSN's +51.8%. The 3-year compound annual growth rate (CAGR) favors NPO at 47.2% vs NDSN's 10.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +37.4% | +18.2% |
| 1-Year ReturnPast 12 months | +74.7% | +51.8% |
| 3-Year ReturnCumulative with dividends | +218.7% | +34.5% |
| 5-Year ReturnCumulative with dividends | +229.4% | +42.4% |
| 10-Year ReturnCumulative with dividends | +575.2% | +298.2% |
| CAGR (3Y)Annualised 3-year return | +47.2% | +10.4% |
Risk & Volatility
Evenly matched — NPO and NDSN each lead in 1 of 2 comparable metrics.
Risk & Volatility
NDSN is the less volatile stock with a 1.05 beta — it tends to amplify market swings less than NPO's 1.61 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NPO currently trades 97.0% from its 52-week high vs NDSN's 93.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.61x | 1.05x |
| 52-Week HighHighest price in past year | $310.13 | $305.28 |
| 52-Week LowLowest price in past year | $167.56 | $188.22 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +93.1% |
| RSI (14)Momentum oscillator 0–100 | 67.3 | 59.3 |
| Avg Volume (50D)Average daily shares traded | 242K | 306K |
Analyst Outlook
NDSN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates NPO as "Buy" and NDSN as "Buy". Consensus price targets imply 9.6% upside for NDSN (target: $312) vs -1.1% for NPO (target: $298). For income investors, NDSN offers the higher dividend yield at 1.11% vs NPO's 0.41%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $297.50 | $311.50 |
| # AnalystsCovering analysts | 11 | 20 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +1.1% |
| Dividend StreakConsecutive years of raises | 11 | 37 |
| Dividend / ShareAnnual DPS | $1.25 | $3.15 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.9% |
NDSN leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). NPO leads in 1 (Total Returns). 1 tied.
NPO vs NDSN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is NPO or NDSN a better buy right now?
For growth investors, EnPro Industries, Inc.
(NPO) is the stronger pick with 9. 0% revenue growth year-over-year, versus 3. 8% for Nordson Corporation (NDSN). Nordson Corporation (NDSN) offers the better valuation at 33. 4x trailing P/E (24. 9x forward), making it the more compelling value choice. Analysts rate EnPro Industries, Inc. (NPO) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NPO or NDSN?
On trailing P/E, Nordson Corporation (NDSN) is the cheapest at 33.
4x versus EnPro Industries, Inc. at 157. 6x. On forward P/E, Nordson Corporation is actually cheaper at 24. 9x.
03Which is the better long-term investment — NPO or NDSN?
Over the past 5 years, EnPro Industries, Inc.
(NPO) delivered a total return of +229. 4%, compared to +42. 4% for Nordson Corporation (NDSN). Over 10 years, the gap is even starker: NPO returned +575. 2% versus NDSN's +298. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NPO or NDSN?
By beta (market sensitivity over 5 years), Nordson Corporation (NDSN) is the lower-risk stock at 1.
05β versus EnPro Industries, Inc. 's 1. 61β — meaning NPO is approximately 53% more volatile than NDSN relative to the S&P 500. On balance sheet safety, EnPro Industries, Inc. (NPO) carries a lower debt/equity ratio of 42% versus 69% for Nordson Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — NPO or NDSN?
By revenue growth (latest reported year), EnPro Industries, Inc.
(NPO) is pulling ahead at 9. 0% versus 3. 8% for Nordson Corporation (NDSN). On earnings-per-share growth, the picture is similar: Nordson Corporation grew EPS 4. 9% year-over-year, compared to -44. 6% for EnPro Industries, Inc.. Over a 3-year CAGR, NDSN leads at 2. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NPO or NDSN?
Nordson Corporation (NDSN) is the more profitable company, earning 17.
4% net margin versus 3. 5% for EnPro Industries, Inc. — meaning it keeps 17. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NDSN leads at 25. 5% versus 14. 1% for NPO. At the gross margin level — before operating expenses — NDSN leads at 55. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NPO or NDSN more undervalued right now?
On forward earnings alone, Nordson Corporation (NDSN) trades at 24.
9x forward P/E versus 33. 7x for EnPro Industries, Inc. — 8. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NDSN: 9. 6% to $311. 50.
08Which pays a better dividend — NPO or NDSN?
All stocks in this comparison pay dividends.
Nordson Corporation (NDSN) offers the highest yield at 1. 1%, versus 0. 4% for EnPro Industries, Inc. (NPO).
09Is NPO or NDSN better for a retirement portfolio?
For long-horizon retirement investors, Nordson Corporation (NDSN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
05), 1. 1% yield, +298. 2% 10Y return). EnPro Industries, Inc. (NPO) carries a higher beta of 1. 61 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NDSN: +298. 2%, NPO: +575. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NPO and NDSN?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
NDSN pays a dividend while NPO does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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